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🌟Financial Support Packages🌟

Welcome to True Balance Bookkeeping's Financial Support Packages: Every business deserves a strong foundation. Whether you're just starting out, growing steadily, or scaling rapidly, we’re here to support you with clear, simple, and powerful financial services designed to grow with you. Explore our service packages below and discover how we can help you build stability, clarity, and confidence — "Choose the level of support that fits where you are today — and grow with us."

Menu / Price List

🌱 Starter Essentials

Items Included:

$350 Monthly


💳 Up to 100 transactions/month across 2 accounts 

📅 Monthly Profit & Loss and Balance Sheet

👥 1099 tracking & preparation for up to 5 contractors

🧮 Monthly categorization and reconciliation

✔️ Best for: consultants, coaches, creatives, side-hustlers, solopreneurs and freelancers who want simple, stress-free bookkeeping. 


📈 Growth Package

Items Included:

$650 Monthly


🔢 Up to 200 transactions/month across 2 accounts 

💌  A/P: up to 15 bills | A/R: up to 15 invoices

📊 Monthly KPI snapshot: cash flow, profit margin, expenses

👥 1099 prep: up to 10 contractors

📅 Monthly financial reports

✔️ Best for: early-stage businesses, growing teams, service providers.  Built for small business owners ready to offload A/P, A/R, and get meaningful numbers each month.  


📦Advanced Growth Package

Items Included:

$1,100 Monthly


🔄 Up to 300 transactions/month across 4 accounts

📩 A/P: up to 25 bills | A/R: up to 25 invoices

📊 Expanded KPI dashboard: cash flow, margin, trends

📈 Monthly financial reports with commentary

👥 1099 tracking: up to 15 contractors

✉️ Priority email support (24-hour response)

🛠️ Optional Payroll (flat rate add-on)

✅ Best for: scaling teams or agencies who need more insights & support, but not full financial operations.


💼 Executive Financial Support

Items Included:

$1,750 Monthly


🔄  Up to 400 transactions per month across unlimited bank/credit accounts 

💌 Full A/P and A/R management

📊  Custom KPI dashboards and financial analysis 

👥 1099 tracking: up to 20 contractors

💬 Dedicated email support

💸 Payroll processing included

✔️ Best for: funded startups, high-growth businesses, agencies with recurring revenue. A strategic bookkeeping partner to help you stay lean, profitable, and prepared for growth. 


Discounts:


Referral Program:  Receive a $50 credit for each new client you refer who hires my services

Annual Payment Discount: 10% off for annual subscriptions.

QuickBooks Subscription:  Available as part of each service package for additional fee

Flexible Pricing Options: Packages are designed to scale with your business needs. If you exceed the transaction limits or need additional services, we offer flexible pricing and overage charges. Contact us for custom solutions tailored to your unique requirement

📚 Catch-Up & Cleanup Bookkeeping

$175 per month of historical cleanup

Need to get your books caught up? No problem! Whether you’re a few months behind or more, we’ll clean up and organize your books so they’re accurate and ready for ongoing support.

✅ Cleanup Includes:

  • Categorizing historical transactions
  • Reconciling bank and credit card accounts
  • Matching income to invoices (if using invoicing tools)
  • Matching payments to bills (if accounts payable is used)
  • Reviewing and fixing uncategorized or misclassified transactions
  • Identifying and correcting duplicate or missing entries
  • Reviewing and adjusting opening balances
  • Cleaning up accounts payable and accounts receivable (optional, if needed)
  • Ensuring Chart of Accounts is accurate and streamlined


💡 Special Offer: If you hire me for ongoing monthly bookkeeping, you’ll receive 50% off your total cleanup fee — my way of saying thanks for trusting me to support your business long-term. 💛

📋And when the time is right, more support is available

Private Financial & Operational Support

As your business grows, so do your needs. For clients ready to scale beyond bookkeeping, we offer select, invitation-only financial operations programs that include: • Collections support • SOP & tool ownership • Team/payroll oversight • Custom reporting & integrations • Priority strategic support These high-touch services are available only to ongoing clients who’ve built a strong financial foundation with us. Think you’re ready? Let’s talk.

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